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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as investors aggressively re-rate the stock, shifting from viewing it as a cyclical memory play to an essential, long-term AI infrastructure backbone amid persistent DRAM and NAND supply shortages. The community is heavily focused on the stock's parabolic trajectory and potential for further multiple expansion, with many discussing the impact of structural supply bottlenecks and the broader memory supercycle through 2027.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is trending as investors bet on the companys specialized non-volatile MRAM as a critical component for emerging Edge AI and robotics infrastructure. The community is actively debating the stock's potential for a massive short squeeze due to its low float, while highlighting its strategic positioning in defense and aerospace supply chains.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors react to reports of impending leadership changes at the FDA, which the community views as a potential catalyst for clearing regulatory hurdles for the companys pipeline. The stock is seeing heightened activity fueled by bullish sentiment regarding ongoing international expansion, institutional accumulation, and a heavily squeezed short interest that investors believe could spark significant upside momentum.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is trending as investors focus on its integration into the TSMC COUPE platform for Co-Packaged Optics, a critical component for next-generation AI data center hardware. Community discussion is dominated by bullish sentiment regarding the company's long-term growth narrative in automotive and AI edge-sensing, despite ongoing debates about the timeline for mass adoption and historical stock price volatility.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is drawing significant investor interest as excitement builds around upcoming high-profile IPOs for SpaceX and Anthropic. Community discussions are heavily focused on the fund's direct exposure to these companies, with many participants debating the potential for a share price surge as IPO timelines approach.

Roundhill ETF Trust - Roundhill Memory ETF

Roundhill Memory ETF ($DRAM) is trending as investors rush to capitalize on the acute global shortage of memory chips, which has positioned DRAM and NAND as critical bottlenecks for AI infrastructure. The community is heavily focused on the ETF's concentrated exposure to memory leaders like SK Hynix, Samsung, and Micron, with bullish sentiment driven by multi-year demand forecasts for high-bandwidth memory.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as investors react to positive Phase 3 flu vaccine data and an FDA Fast Track designation for its mRNA-4359 cancer therapy. The community is heavily focused on a potential short squeeze given the significant short interest and the company's broader expansion into oncology and respiratory combination vaccines.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following a positive pre-BLA meeting with the FDA, where alignment on submission plans for sonelokimab in hidradenitis suppurativa has effectively de-risked the regulatory path toward a September BLA filing. The community is actively debating the stock's potential for a lucrative buyout, citing analyst upgrades and comparing the nanobody's efficacy and best-in-class label potential against existing market competitors.

Sun Communities, Inc. provides real estate management services. The firm operates through the following segments: Manufactured Home Communities, Recreational Vehicle, and Marina. The Manufactured Home Communities segment owns, operates, and develops manufactured housing communities and is in the business of acquiring, operating, and developing ground up communities to provide housing solutions. The Recreational Vehicle segment focuses on the development of recreational vehicle resorts and is in the business of acquiring, operating and developing ground up resorts throughout the U.S. and in Ontario, Canada. The Marina segment operates marinas and is in the business of acquiring and operating marinas throughout the U.S. The company was founded in 1975 and is headquartered in Southfield, MI.

Sun Communities, Inc.

Sun Communities, Inc. (SUI) is trending due to significant attention on its recent financial performance, including core FFO results and dividend announcements. While the ticker shares a symbol with a popular digital asset, community discussion is split between analysis of this REIT's operations and confusion with the crypto token activity.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

Sui is seeing heavy retail and institutional volume, with the community actively debating whether current price action represents a prime accumulation opportunity or a signal to take profits. Traders are heavily focused on the coin's performance relative to other major L1 chains and are closely watching its ability to hold key technical levels amid high market volatility.

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<ul class="summary-bullets"><li>Combined, Coinbase and Kraken account for 22% of all AI mentions in the crypto category, according to 5W Public Relations’ 2026 Crypto AI Visibility Index.</li><li>The report also stated that Gemini became the most prominent of regulatory legitimacy, followed by Robinhood Crypto.</li><li>According to the report, BlackRock’s IBIT accounted for 45% to 49% of U.S. spot Bitcoin ETF assets, and an even higher percentage of ETF AI mentions.</li></ul>Coinbase (COIN) and Kraken (KRAKEN) together account for an estimated 22% of all AI citations in the crypto category across consumer-intent prompts from ChatGPT, Claude, Perplexity, and Google (GOOG/GOOGL) AI Overviews.The 5W Public Relations’ 2026 Crypto AI Visibility Index&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.5wpr.com/research/crypto-ai-visibility-index-2026/">research</a>, issued on Friday and based on over 65 buyer-intent queries in the first quarter of 2026, said it is more than three times the share of the next-largest U.S. exchange.&nbsp;Coinbase, with a market share of 13.0%, ranked first in the research. Kraken has 9.0%, Gemini (GEMI) 5.5%, Robinhood (HOOD) Crypto 5.0%, and BlackRock’s iShares Bitcoin Trust (IBIT) 4.5%. On the other hand, Binance US (BNB) ranked sixth, with 4.0%.<a href="https://stocktwits.com/symbol/COIN">COIN’s stock&nbsp;</a>was down 0.1% in after-hours, after closing over 4% on Friday. On Stocktwits, retail sentiment around COIN remained in the ‘bullish’ zone, while chatter around it dropped to ‘high’ from ‘extremely high’ over the past day. In contrast, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/KRAKEN.P">KRAKEN</a> was in the ‘neutral’ zone, while chatter stayed at ‘low’ levels.&nbsp;5W argued that AI response engines are building the U.S. crypto category’s brand memory in real time. 30% of American adults owned crypto in 2026, accounting for around 70.4 million people.&nbsp;<h2 class="st-heading-2">Gemini's Regulatory-Credibility Moat</h2>Founded by the Winklevoss twins in 2014, Gemini stood at third, given that, as 5W says, it has a “regulatory-credibility moat.” Its NYDFS trust-company charter, full-reserve model, and approved-address controls lead to citation share in regulated-trust prompts such as “most regulated crypto exchange,” “trust company crypto,” and “institutional-grade exchange” that all surpass its commercial scale.&nbsp;That position is also moving into neighboring areas, the study said, with Gemini’s recent expansion into Brazil and Argentina, as well as a U.S.-specific marketing effort.<a href="https://stocktwits.com/symbol/GEMI">GEMI stock</a> closed over 5% on Friday, sliding down 0.9% in after-hours. On Stocktwits, retail sentiment around GEMI remained in the 'bearish' zone, while chatter stayed at 'low' levels over the past day.<h2 class="st-heading-2">BlackRock IBIT And Robinhood's Citation Resets</h2>BlackRock IBIT, which began in 2024, today claims between 45% and 49% of the assets of U.S. spot Bitcoin ETFs, and an even bigger percentage of Bitcoin ETF AI citations. The research compares how quickly its consolidation occurred with how Vanguard created its index-fund category.&nbsp;Meanwhile, Robinhood Crypto’s 2025 SEC settlement and standalone-entity spinout re-anchored its citation share among first-time-buyer prompts that previously channeled nearly entirely to Coinbase."The window is open. It does not stay open," said 5W Founder Ronn Torossian. He cautioned that citation patterns locking in this year will determine which platform dominates the next decade of US crypto growth.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-saylor-says-mstr-can-pay-dividends-forever/cZXew3WReWR">Why Saylor Says MSTR Can Pay Dividends ‘Forever’ — And Still Stack More Bitcoin</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, the logo of 'Perplexity' is seen on a mobile phone screen and the logo of 'Coinbase' displayed on a computer in Ankara, Turkiye on July 15, 2025. (Photo by Cem Genco/Anadolu via Getty Images)

Coinbase And Kraken Are Quietly Eating The Crypto AI Citation Market — 22% And Counting

5W Founder Ronn Torossian, warned that the citation patterns this year will set the tone for U.S. crypto acceptance in the coming decade.

Equity

5W Founder Ronn Torossian, warned that the citation patterns this year will set the tone for U.S. crypto acceptance in the coming decade.


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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

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Where does the $SPY finish next week vs. Friday’s close?

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$2.87	--	--	N/A
Q1 '26	$2.63	$5.11	94.62%	BEAT
Q4 '25	$2.63	$2.82	7.04%	BEAT
Q3 '25	$2.27	$2.87	26.61%	BEAT
Q2 '25	$2.18	$2.31	5.94%	BEAT

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